Short Duration High Income Fund

A Short Duration High Income Fund is designed to pursue income through assets with shorter expected holding periods than long-term real estate ownership. The CEO Fund focuses on professionally managed mortgage assets, real estate-backed loans, and select lending opportunities, helping accredited investors seek passive cash flow while avoiding direct property management responsibilities such as tenants, repairs, and daily operations.

The CEO Fund generates income by acting like the lender, collecting borrower payments and interest from diversified mortgage assets and related collateral-backed opportunities. Investors participate passively while the fund management team handles acquisitions, underwriting, servicing, and portfolio oversight. Income is supported by real estate collateral, diversified borrower exposure, and disciplined asset selection across property types and markets.

The CEO Fund is built for accredited investors, including high-net-worth individuals, self-directed IRA and 401(k) investors, institutional investors, and professionals seeking real estate-backed alternatives to traditional fixed-income investments. Accreditation is verified during onboarding, generally based on income, net worth, or qualifying institutional status under applicable securities rules.

Yes. The CEO Fund supports investment through self-directed IRA and 401(k) accounts, allowing qualified retirement investors to pursue real estate-backed income inside a tax-advantaged structure. The team helps explain the process, documentation, and coordination needed with self-directed custodians so retirement dollars can be allocated without direct property ownership.

Investors receive quarterly cash distributions once invested, along with ongoing reporting from the fund. The underlying strategy emphasizes consistent borrower payment streams, diversified mortgage assets, and collateral-backed lending opportunities. While distributions are a core objective, all private investments carry risk and should be evaluated alongside your financial goals and suitability.

Risk is managed through professional underwriting, diversified asset acquisition, real estate collateral, and experienced portfolio oversight. The CEO Fund has purchased 500+ loans across 50+ states and evaluates assets across multiple property types. However, mortgage note investing can involve borrower default, market, liquidity, and valuation risks, so investors should review offering documents carefully.

The onboarding process begins with a call to discuss your goals and confirm accreditation. You then complete investment documentation and fund your account directly or through a self-directed IRA or 401(k). After your investment is accepted, you begin receiving reporting and scheduled distributions based on the fund’s operating structure.

The CEO Fund is led by experienced fund managers with deep backgrounds in corporate finance, real estate investing, capital raising, and mortgage note acquisition. Carlo Turner is a Certified Note Investing Specialist, and the broader leadership team brings decades of combined experience in real estate-backed investments, syndications, development, and portfolio management.